← All themes Data Centers & Digital Infrastructure

Power for AI

Power for AI covers the generators, turbines, transformers, and independent producers being contracted to feed new data center load. Electricity supply, not silicon, is now the binding constraint on capacity growth.

22 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
701	Scotia Capital Toronto, Ontario, Canada	$424K	+$407K	1	0.01%	New
702	FBC Fairfield, Bush & Co Darien, Connecticut	$416K	-$121K	1	0.13%	Reduced
703	Bridgeway Capital Management Houston, Texas	$413K	-$10.3K	1	0.01%	Reduced
704	Salem Investment Counselors Winston Salem, North Carolina	$413K	$0	1	0.06%	Maintained
705	Evercore Wealth Management New York	$405K	-$92.1K	1	0.02%	Reduced
706	COI Connable Office Inc Kalamazoo, Michigan	$404K	+$67.2K	1	0.11%	Increased
707	Bank of Nova Scotia Toronto, Ontario, Canada	$403K	-$84.6K	1	0%	Reduced
708	GLI Guardian Life Insurance New York	$392K	+$1.61K	1	0.03%	Increased
709	Bailard Foster City, California	$391K	+$382K	1	0.07%	New
710	HH Hilltop Holdings Dallas, Texas	$390K	+$30.5K	1	0.23%	Increased
711	Fulton Bank Lancaster, Pennsylvania	$389K	+$1.29K	2	0.05%	Increased
712	Loews Corp New York	$389K	+$380K	1	0%	New
713	1GA 1st Global Advisors Dallas, Texas	$387K	-$286K	1	0.08%	Reduced
714	FIM Frontier Investment Management Dallas, Texas	$386K	$0	1	0.07%	Maintained
715	HL HeadInvest LLC Portland, Maine	$382K	-$95K	1	0.17%	Reduced
716	BBI Baxter Bros Inc Riverside, Connecticut	$378K	+$34.9K	1	0.21%	Increased
717	CS Comerica Securities Detroit, Michigan	$378K	-$33.6K	1	0.43%	Reduced
718	AP Advisor Partners Walnut Creek, California	$369K	+$17.4K	1	0.26%	Increased
719	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$369K	-$73.3K	2	0.11%	Reduced
720	First Manhattan New York	$367K	-$1.68K	2	0%	Reduced
721	TC Telemus Capital Southfield, Michigan	$365K	+$356K	1	0.11%	New
722	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$360K	-$13.4K	1	0.13%	Reduced
723	WI Wedgewood Investors Erie, Pennsylvania	$360K	+$7.39K	1	0.43%	Increased
724	LI LMCG Investments Boston, Massachusetts	$358K	+$67.2K	1	0.01%	Increased
725	Sculptor Capital New York	$351K	+$343K	1	0%	New